Kelly Davis

With 25+ years in financial services, I began as a retirement planning counselor for educators in a large county school system.

Since then, I have continued to work in the insurance and financial services industry as a trusted advisor to business owners, families, and individuals, helping them make sound financial decisions. I earned a B. S. in Business and a master’s degree from the University of Tennessee. I’ve held securities licenses for over 25 years and have stayed current in the required industry educational requirements during that time. I have a passion for and stay current in the daily financial markets to provide a value-added service to my clients. I am a member of the East Coast Estate Planning Council in Palm Beach County where I partner with area attorneys and CPAs when my clients need tax and estate planning advice. For 22 years, I've provided relationship-focused financial advice in the Palm Beach County area. I work alongside a Senior Financial Advisor and an experienced Senior Branch Office Administrator in Jupiter, FL. I'm active in the community and love this area and all it has to offer. I would love the chance to have you visit our Jupiter office and meet with me. I welcome the opportunity to help you, and your family members achieve your financial goals. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.